Program Rules Flashcards
7 cards from real SLM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Program Rules flashcards as text
A company wants a rule to apply only to members in the 'Gold' tier. Where in a Program Rule record is this tier condition specified?
Answer: Rule Condition
Rule Conditions allow administrators to filter rule applicability based on member attributes such as tier level.
In Loyalty Management, what happens when a rule's 'Active' checkbox is unchecked?
Answer: The rule remains but will not execute during processing
Deactivating a rule leaves it in the system for reference but prevents the rules engine from evaluating it for any transactions.
A loyalty administrator needs to award bonus points only when a member purchases from a specific product category. Which rule component should hold this filter?
Answer: Rule Condition > Product Attribute
Rule Conditions can reference transaction line item attributes, including product category, to restrict when accrual fires.
Which field on a Loyalty Program Rule defines whether points are awarded as a fixed amount or as a percentage of the transaction value?
Answer: Point Value Type
Point Value Type determines whether the reward is a flat fixed number of points or a percentage of the eligible transaction amount.
A program rule is set to award points for online purchases only. What is the recommended approach to enforce this channel restriction?
Answer: Add a Rule Condition filtering on the Channel field of the transaction
Adding a condition that filters on the transaction's Channel field restricts the rule to fire only for online purchase events.
When does Salesforce Loyalty Management evaluate program rules for a transaction—at which stage of processing?
Answer: After the Transaction Journal is created
Rules are evaluated after a Transaction Journal record is created, which captures the event details that the rules engine processes.
A member earns points through an accrual rule but later the associated transaction is reversed. Which rule type should be configured to handle point deduction on reversal?
Answer: Reversal Accrual Rule
A Reversal Accrual Rule is designed to deduct previously awarded points when a qualifying transaction is cancelled or reversed.